13F-HR filed by Gobi Capital LLC
Gobi Capital LLC filed this 13F-HR for the quarter ended 2020-06-30, filed 2020-08-14, with 14 holding rows worth $1,365,446,000.
- Accession
- 0001420506-20-000959
- Filer
- CIK 1698060
- Filed
- 2020-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2020
A holdings report, 14 entries on the cover page, a total value of $1,365,446,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,365,446,000 with VALUE read as thousands by filing date, 13F file number 028-17895. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CREDIT ACCEP CORP MICH | 225310101 | COM | 570,497 | $239,044,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 978,249 | $222,131,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 117,269 | $165,773,000 | thousands by filing date | |
| ALPHABET INC | 02079K957 | PUT | 101,100 | $142,916,000 | thousands by filing date | put |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 638,779 | $106,912,000 | thousands by filing date | |
| SEA LTD | 81141R100 | SPONSORD ADS | 837,709 | $89,836,000 | thousands by filing date | |
| CDW CORP COM | 12514G108 | Stock | 601,871 | $69,925,000 | thousands by filing date | |
| COPART INC COM | 217204106 | Stock | 794,016 | $66,118,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 305,912 | $59,093,000 | thousands by filing date | |
| HEICO CORP NEW | 422806208 | CL A | 712,064 | $57,848,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 454,832 | $54,480,000 | thousands by filing date | |
| META PLATFORMS INC | 30303M952 | PUT | 196,000 | $44,506,000 | thousands by filing date | put |
| ITURAN LOCATION AND CONTROL SHS | M6158M104 | Stock | 1,469,492 | $23,541,000 | thousands by filing date | |
| APPFOLIO INC | 03783C100 | COM CL A | 143,340 | $23,323,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-20-000959 | this filing | 2020-08-14 | acceptance time not in the bulk data set |